13F Filings History of Orcam Financial Group

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$133,384,000
Signature - Title
Cullen Roche - CIIO
Location
Encinitas, CA
Summary
This page shows a list of all the recent 13F filings made by Orcam Financial Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Orcam Financial Group reported 58 stock holdings with total value $133,384,000 as of Q4 2025. Top holdings included DDX, VT, VTI, SCHB, and SCHF.

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Holdings Value

List of Other Managers Reporting for Orcam Financial Group:

Name Holdings Value Location File Number
Empowered Funds, LLC $5,889,631,718 Newtown Square, PA 028-17729
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $133,384,000 +$10,480,060 -$2,888,180 +$7,591,880 DDX, VT, VTI, SCHB, SCHF 13F-HR 06 Feb 2026, 15:49
Q3 2025 55 $123,845,915 +$3,359,713 -$279,804 +$3,079,909 DSCF, VT, SCHB, VTI, SCHF 13F-HR 12 Nov 2025, 16:57
Q2 2025 51 $115,118,749 +$3,272,662 -$987,312 +$2,285,350 DSCF, VT, SCHB, VTI, SCHF 13F-HR 15 Aug 2025, 13:31
Q1 2025 49 $106,792,061 +$3,453,182 -$860,849 +$2,592,333 DSCF, VT, SCHB, VTI, SCHF 13F-HR 14 May 2025, 17:45
Q4 2024 45 $103,394,179 +$15,741,979 -$1,264,636 +$14,477,343 DSCF, VT, SCHB, VTI, SCHF 13F-HR 14 Feb 2025, 15:55
Q3 2024 47 $103,219,985 +$7,214,667 -$2,401,543 +$4,813,124 DSCF, VT, SCHB, VTI, SCHF 13F-HR 14 Nov 2024, 13:34
Q2 2024 42 $93,205,899 +$2,760,015 -$1,109,091 +$1,650,924 DSCF, VT, SCHB, VTI, SCHF 13F-HR 15 Jul 2024, 13:57
Q1 2024 42 $91,324,897 +$7,161,513 -$418,278 +$6,743,235 DSCF, VT, SCHB, SCHF, VTI 13F-HR 14 May 2024, 15:36
Q4 2023 37 $81,819,883 +$2,584,360 -$1,021,927 +$1,562,433 DSCF, VT, SCHB, SCHF, VTI 13F-HR 14 Feb 2024, 18:23
Q3 2023 36 $74,304,991 +$4,998,031 -$369,969 +$4,628,062 DSCF, VT, SCHB, SCHF, VTI 13F-HR 02 Nov 2023, 19:36
Q2 2023 35 $72,583,000 +$1,822,718 -$2,456,852 -$634,134 DSCF, VT, SCHB, SCHF, SCHM 13F-HR 07 Aug 2023, 19:19
Q1 2023 35 $72,091,000 +$7,955,050 -$2,642,588 +$5,312,462 DSCF, VT, SCHB, SCHF, HYMB 13F-HR 01 May 2023, 19:39
Q4 2022 33 $65,076,000 +$4,454,792 -$1,239,377 +$3,215,415 DSCF, VT, SCHB, SCHF, HYMB 13F-HR 30 Jan 2023, 14:11
Q3 2022 29 $58,924,000 +$1,057,791 -$497,941 +$559,850 DSCF, VT, SCHB, HYMB, SCHF 13F-HR 08 Nov 2022, 19:06
Q2 2022 29 $62,370,000 +$3,092,789 -$3,199,769 -$106,980 DSCF, VT, SCHB, SCHF, HYMB 13F-HR 12 Aug 2022, 13:47
Q1 2022 34 $70,136,000 +$10,834,964 -$5,542,674 +$5,292,290 DSCF, VT, SCHB, SCHF, SCHM 13F-HR 25 Apr 2022, 12:38
Q4 2021 36 $73,042,000 $0 $0 $0 DSCF, VT, SCHB, SCHF, HYMB 13F-HR 09 Feb 2022, 14:17